Setup Charge Routing on a Reservation

Select Search Reservations on the Dashboard

Find the applicable reservation by performing a search by Date, Guest Name, Confirmation or Room Number and then select Search.

Select the Status button to further filter the results

Once you have located the reservation, click on the reservation

The reservation details page loads, open to the Guest tab by default.

Select the Folio tab

Click on Charge Routing Setup

Folio Setup/Charge Routing Setup screen opens, populating charge type categories associated with the reservation

Select the charge category and assign the chosen folio for the charges

In the example on the right, Misc charges will be moved to Folio 2 in the reservation

Click on the “X” to exit and return to the folio screen, where you can now see that MISC charges have been moved form the General Folio to the Folio 2